19
Morningstar FundInvestor
March 2
013
Tracking Gold-Rated Funds
Asset Group
Trailing 10 Years
Batting Average
% Gold in Top Quartile
Trailing 5 Years
Batting Average
% Gold in Top Quartile
Trailing 3 Years
Batting Average
% Gold in Top Quartile
US Stock
68.22
56.6%
68.9
47.2%
65.98
42.6%
Taxable Bond
83.21
76.8%
85.74
63.8%
73.28
48.1%
International Stock
75.62
51.5%
75.56
27.1%
69.77
34.8%
Municipal Bond
93.98
72.4%
78.13
57.1%
55.73
19.0%
Balanced
90.35
64.3%
93.27
51.6%
89.24
61.3%
Data through Feb. 28, 2013. Batting Average and % picks in top quartiles are for Gold/Picks funds only. The results are compared with category average.
Funds With Changing Ratings
Return Data through Feb. 28, 2013.
0
10000
20000
30000
40000
30,000
20,000
10,000
Growth of $10,000 (
03-2003 to 02-2013
)
Artio International Equity Fund Class A
BJBIX
|
QQ
|
‰
p
Fund Return
(%)
119.81
p
Category Return
(%)
129.15
Process
¶
Neutral
Performance
¶
Neutral
People
¶
Neutral
Parent
¶
Neutral
Price
§
Negative
0
6500
13000
19500
26000
19,500
13,000
6,500
Growth of $10,000 (
03-2003 to 02-2013
)
Fidelity Large Cap Stock Fund
FLCSX
|
QQQ
|
´
p
Fund Return
(%)
123.45
p
Category Return
(%)
104.73
Process
∞
Positive
Performance
∞
Positive
People
∞
Positive
Parent
¶
Neutral
Price
¶
Neutral
0
11000
22000
33000
44000
33,000
22,000
11,000
Growth of $10,000 (
03-2003 to 02-2013
)
T. Rowe Price Health Sciences
PRHSX
|
QQQQQ
|
‰
p
Fund Return
(%)
315.42
p
Category Return
(%)
169.29
Process
¶
Neutral
Performance
¶
Neutral
People
¶
Neutral
Parent
∞
Positive
Price
∞
Positive
0
5500
11000
16500
22000
Growth of $10,000 (
03-2003 to 02-2013
)
Fidelity Growth & Income Fund
FGRIX
|
QQ
|
´
p
Fund Return
(%)
38.77
p
Category Return
(%)
104.73
Process
∞
Positive
Performance
¶
Neutral
People
∞
Positive
Parent
¶
Neutral
Price
∞
Positive
16,500
11,000
5,500
0
5000
10000
15000
20000
Growth of $10,000 (
06-2005 to 02-2013
)
Artio International Equity Fund II Class A
JETAX
|
QQ
|
‰
p
Fund Return
(%)
33.34
p
Category Return
(%)
40.04
Process
¶
Neutral
Performance
¶
Neutral
People
¶
Neutral
Parent
¶
Neutral
Price
§
Negative
15,000
10,000
5,000
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